042: Selecting the Best A/E/C CRM, Part 2

Is your firm thinking about a new CRM system?  Does your firm even need a CRM system?  In this episode, I’m back interviewing Jan Flesher and Courtney Kearney on where firms go wrong when selecting a new CRM system.  From deciding if your firm even needs one to streamline those people involved in the selection process, today’s episode covers all the important aspects of CRMs.  

We talk about what you’ll need to gather first to analyze what type of CRM system you need.  What is its purpose?  Who will use it?  What data will you collect?  What data needs to be collected.  We answer these and lots more in this episode, “Selecting the best AEC CRM.”

•  Where do firms go wrong when selecting a CRM system? 4:15
• You need a clear definition – CRM is a journey: 6:03
• Project Phases and Milestones to keep track of: 6:26
• Is Principal Involvement Necessary? 7:48
• What really IS a CRM? 8:43
• Beware of the Squirrel Mentality: 10:42
• Don’t forget your Mobile Apps: 12:01
• Why is proper education on using the CRM necessary? 13:01
• Who should be involved when selecting a CRM system? 17:39
• Don’t forget about the Finance department: 23:36
• How can Courtney’s firm help you? 28:03
• How can Jan’s firm help you? 30:10
• How can Lindsay’s firm help you? 35:16
• Courtneys #1 piece of advice for those new to AEC industry: 36:46
• Jan’s #1 piece of advice for those new to the AEC industry: 37:11

Learn more about Jan and Courtney and get the resources mentioned in the episode here: https://www.marketerstakeflight.com/42

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